Income Tax Issues

  • Provide information about tax-planning strategies
  • Simplify tax reporting
  • Discuss the benefits of optimizing your 401(k), 403(b) or other retirement plan options
  • Provide capital gains and loss planning
  • Provide information on the benefits of section 125 plans and health-savings accounts
  • Help you reduce taxation of Social Security benefits
  • Provide a year-end capital gains/loss analysis